Sean Kelton
Sean Kelton is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Latham, NY, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11 Sunset Drive, Latham, NY, 12110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sean is an agent for KAFL, brokering non-variable insurance products, dedicating about 10-20% of his time. He is also a partner in KFG Tax Service, LLC and RRS LP, spending minimal time on these ventures.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations39 states
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